PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
THGRX
Price
$35.35
Change
+$0.44 (+1.26%)
Updated
Jul 3 closing price
Net Assets
219.21M
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PMBJX vs THGRX

Header iconPMBJX vs THGRX Comparison
Open Charts PMBJX vs THGRXBanner chart's image
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
Thornburg Small/Mid Cap Growth R5
Price$35.35
Change+$0.44 (+1.26%)
VolumeN/A
Net Assets219.21M
PMBJX vs THGRX Comparison Chart in %
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PMBJX vs. THGRX commentary
Jul 07, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PMBJX is a StrongBuy and THGRX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. THGRX (219M). PMBJX pays higher dividends than THGRX: PMBJX (0.06) vs THGRX (0.00). PMBJX was incepted earlier than THGRX: PMBJX (24 years) vs THGRX (20 years). THGRX (1.34) is less costly to investors than PMBJX (0.78). THGRX is a more actively managed with annual turnover of: 32.58 vs. PMBJX (10.50). THGRX has a lower initial minimum investment than PMBJX: THGRX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. THGRX (6.67). PMBJX return over 5 years is better than : 58.39 vs. THGRX (-27.92).
PMBJXTHGRXPMBJX / THGRX
Total Expense Ratio0.780.9582%
Annual Report Gross Expense Ratio0.781.3458%
Fund Existence24 years20 years-
Gain YTD7.057-1.969-358%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B219M14,749%
Annual Yield % from dividends0.060.00-
Returns for 1 year15.266.67229%
Returns for 3 years51.7944.58116%
Returns for 5 years58.39-27.92-209%
Returns for 10 years100.4617.36579%
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